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@ Layer3.news
2025-02-06 06:54:34
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NVIDIA STILL A TOP PICK AS MICROSOFT, META STICK WITH GPUS DESPITE DEEPSEEK CHALLENGE: ANALYST
https://media.zenfs.com/en/Benzinga/b8ae1d76841972a55544522493b65d50
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✍️ Nvidia is a top pick ahead of its fourth-quarter earnings call, with a price target of $190, despite challenges from DeepSeek and China restrictions.
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👉 Nvidia is a top pick ahead of its fourth-quarter earnings call
👉 Price target of $190
👉 Modest beat, inline sales guidance, and lower gross margin expected in the first quarter
👉 Blackwell product transition and China restrictions are expected to impact the company's performance
👉 Nvidia is expected to reassure on Blackwell execution and signal confidence around fiscal 2026 and calendar 2025
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#VivekArya #technology
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